摩根士丹利（Morgan Stanley）分析师凯蒂•休伯蒂给苹果（Apple）带来了好消息，同时也给其他希望进入中国市场的手机销售商带来了坏消息。

    近几周以来，关于苹果即将于9月推出两种iPhone（包括廉价版iPhone 5C）的传闻满天飞。周一，也就是《华尔街日报》（Wall Street Journal ）刊载这一传闻的同一天，休伯蒂向客户发出了一则公告，其中包含对2,000名中国手机用户进行的调查的结果。

    AlphaWise专属调查的目的在于统计有多少富裕的中国消费者将购买新iPhone，而且他们愿在这方面花多少钱。

重要发现（引用）如下：

    如果苹果继续走高端路线，消费者的iPhone购买热情将继续保持稳定。

• 23%的潜在智能手机购买者选择购买iPhone，略高于我们先前在2013年1月所做的调查。

• iPhone的再次购买意愿比率要高于其他品牌的智能手机。

    iPhone 5C将推动销量增长的递增

• 中国消费者认为486美元（约合4000元人民币）是廉价iPhone的合理价格范围，较我们预期的苹果售价高出22%。

• 相比之下，三星S4 Mini和HTC One Mini手机的可接受价格范围要比我们预期的售价低。

    与中国移动（China Mobile）的合作将增加苹果智能手机在中国的市场份额

• 如果iPhone与中国移动的3G和4G网络兼容，那么29%的潜在智能手机购买者愿意购买iPhone。

    总之，休伯蒂称：借助新iPhone 5C，苹果手机在中国的市场份额将增加13.3个百分点（而三星的份额则将降低6.7个百分点）。借助与中国移动（CHL）的授权销售合作，苹果有望额外增加6%的市场份额（同时三星的份额将因此而降低4.6%）。

    如果两者都能实现的话，苹果将再次成为世界头号手机市场中的头号智能手机厂商。（财富中文网）

    Morgan Stanley's Katy Huberty has some good news for Apple (AAPL) and bad news for everybody else trying to sell smartphones in China.

    On Monday, the same day the Wall Street Journal put its imprimatur on rumors that have been floating around for weeks -- namely, that Apple is set to launch a pair of iPhones in September, including a lower-cost iPhone 5C -- Huberty issued a note to clients with the results of a survey of 2,000 Chinese mobile phone owners.

    The proprietary AlphaWise poll was designed to measure how many affluent Chinese consumers would buy the new iPhones and how much they'd be willing to pay.

The key findings: (I quote)

    Consumers' interest in iPhone remains steady if Apple continues its high-end strategy

• 23% of potential smartphone buyers surveyed chose the iPhone, slightly above our previous survey in January 2013 (19%).

• Intended repurchase rate for iPhone is higher than other smartphones.

    iPhone 5C will drive incremental volume growth

• Chinese consumers consider US$486 (or RMB 4,000) to be an acceptable price range for the lower-priced iPhone, 22% higher than where we think Apple will price it.

• In contrast, the acceptable price ranges for Samsung S4 Mini and HTC One Mini were lower than the expected price.

    A partnership with China Mobile will increase Apple's smartphone share in China

    • 29% of potential smartphone buyers would purchase the iPhone if it were compatible with China Mobile's 3G and 4G networks.

    The bottom line, according to Huberty: The new iPhone 5C could boost Apple's market share in China by 13.3 points (and reduce Samsung's by 6.7 points). A carrier deal with China Mobile (CHL) could raise Apple's share by another 6 points (and lower Samsung's by 4.6 points).

    If both things happen, Apple could find itself, once again, the No. 1 vendor the world's largest smartphone phone market.